Canandaigua National Trust of Florida’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Canandaigua National Trust of Florida’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$611K	Hold	9,045	–	–	0.49%	52
2025 Q4	$597K	Hold	9,045	–	–	0.37%	68
2025 Q3	$590K	Hold	9,045	–	–	0.47%	56
2025 Q2	$561K	Hold	9,045	–	–	0.4%	68
2025 Q1	$528K	Sell	9,045 -95	-1%	-$5.9K	0.47%	52
2024 Q4	$570K	Hold	9,140	–	–	0.44%	56
2024 Q3	$570K	Buy	+9,140	New	+$551K	0.49%	50

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canandaigua National Trust of Florida's IJH Position: Q1 2026 in Review

Canandaigua National Trust of Florida held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 9,045 shares worth $611K. The position accounts for 0.49% of the portfolio, ranked #52.

Canandaigua National Trust of Florida first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,654 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Canandaigua National Trust of Florida held 9,045 shares of iShares Core S&P Mid-Cap ETF worth $611K as of Q1 2026.
Canandaigua National Trust of Florida left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.49% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #52 holding.
Canandaigua National Trust of Florida first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,654 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.